HB Wealth Management, LLC

Position in MOS — Mosaic Co

CIK 1911253 Atlanta, GA

Position in MOS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$609,127

+$68,272 QoQ

Shares Held

28,746

+35.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#315

of 656 holders

Holding Since

Jun 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

HB Wealth Management, LLC holds $3,444,381 across 5 Agricultural Inputs names. MOS ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTVA	Corteva, Inc.	23,822	$2,017,485
2	MOS	Mosaic Co This page	28,746	$609,127
3	CF	CF Industries Holdings, Inc.	3,569	$386,379
4	NTR	Nutrien Ltd.	4,282	$269,551
5	FMC	Fmc Corp	14,073	$161,839

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$609,127	28,746	+35.5%	Shares	Sole	2026-07-29
2026-03-31	$540,855	21,210	+139.0%	Shares	Sole	2026-04-27
2025-12-31	$213,750	8,873	-19.9%	Shares	Sole	2026-01-28
2025-09-30	$384,115	11,076	+60.4%	Shares	Sole	2025-10-23
2025-06-30	$251,930	6,906	+16.2%	Shares	Sole	2025-07-17
2023-09-30	$211,535	5,942	+11.6%	Shares	Sole	2023-10-13
2023-03-31	$244,265	5,324	-7.2%	Shares	Sole	2023-04-13
2022-12-31	$251,638	5,736	-3.0%	Shares	Sole	2023-01-20
2022-09-30	$285,920	5,916	+24.4%	Shares	Sole	2022-10-19
2022-06-30	$224,673	4,757	—	Shares	Sole	2022-07-15
No filing history on record for this holder in this stock.